IHT Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

IHT Wealth Management’s Portfolio PSR Stock Details PSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,744	Closed	-$233K	–	928
2022 Q3	$233K	Sell	2,744 -172	-6%	-$16.8K	0.02%	719
2022 Q2	$278K	Buy	2,916 +3	+0.1%	+$312	0.02%	551
2022 Q1	$325K	Buy	2,913 +3	+0.1%	+$326	0.02%	540
2021 Q4	$350K	Buy	+2,910	New	+$324K	0.03%	552

Other funds holding PSR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

IHT Wealth Management's PSR Position: Q4 2022 in Review

IHT Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2022, closing a stake of 2,744 shares — an estimated $233K sold.

IHT Wealth Management first reported a position in PSR in Q4 2021 and held it in 4 quarters. The position peaked at $350K in Q4 2021. 72 funds tracked by Wall St. Rank hold PSR as of Q4 2022.

IHT Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2022 after selling out during the quarter.
IHT Wealth Management sold 2,744 Invesco Active US Real Estate Fund shares in Q4 2022, an estimated $233K.
IHT Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and held it in 4 quarters.
IHT Wealth Management's Invesco Active US Real Estate Fund position peaked at $350K in Q4 2021.
72 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.